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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Cohen Investment Advisors
New Hampshire
$344K -$7.21K -399 -2%
WT
252
Whittier Trust
California
$342K +$19.5K +1,079 +6%
HJGA
253
Hardman Johnston Global Advisors
Connecticut
$341K
PA
254
Pinnacle Associates
New York
$338K -$14.1K -779 -4%
ATIA
255
American Trust Investment Advisors
New Hampshire
$337K +$71K +3,925 +27%
PT
256
Plimoth Trust
Massachusetts
$333K -$41.9K -2,320 -11%
CFA
257
Cahill Financial Advisors
Minnesota
$333K +$3.07K +170 +0.9%
PWM
258
Perigon Wealth Management
California
$328K +$11.3K +623 +4%
SFS
259
Sowell Financial Services
Arkansas
$326K +$87.3K +4,828 +42%
BAM
260
Belpointe Asset Management
Nevada
$316K +$52.1K +2,882 +20%
CCA
261
Checchi Capital Advisers
California
$316K +$73.3K +4,053 +31%
FCH
262
Freestone Capital Holdings
Washington
$307K -$187K -10,370 -38%
RB
263
Renasant Bank
Mississippi
$305K -$53.8K -2,975 -15%
MHC
264
Meyer Handelman Company
New York
$300K +$295K +16,300 New
IAA
265
Ironsides Asset Advisors
North Carolina
$299K +$293K +16,215 New
RG
266
Rikoon Group
New Mexico
$298K
EGA
267
E&G Advisors
Texas
$297K
DP
268
Dearborn Partners
Illinois
$296K
HAG
269
HighPoint Advisor Group
Illinois
$293K -$16.2K -894 -5%
Acadian Asset Management
270
Acadian Asset Management
Massachusetts
$289K -$2.7M -149,539 -91%
FMT
271
First Mercantile Trust
Tennessee
$288K -$20.2K -1,119 -7%
KFGK
272
Keystone Financial Group (Kentucky)
Kentucky
$285K +$2.1K +116 +0.8%
OBGC
273
O'Brien Greene & Co
Pennsylvania
$284K
RA
274
RFG Advisory
Alabama
$283K +$10.1K +556 +4%
EPAM
275
Euro Pacific Asset Management
Puerto Rico
$281K +$20K +1,107 +8%